Salesforce Consultants

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Hire the Right Salesforce Consultant

A Salesforce consultant is a specialist in Salesforce’s suite of products. The Salesforce consultant is responsible for meeting the client, understanding their requirement and the objectives they want to meet, suggesting Salesforce solutions they have to offer, configuration and testing of the setup while documenting the entire process.

They manage pre-sales and implementation, and once Salesforce is set up they can also help in managing effective running of the tool for your organization to help you meet your objectives.

Services Provided by Salesforce Consultants

Salesforce administrators help lead deployment while working closely with the company management, subject matter experts and in-house staff. They help in identifying, developing and deploying new processes that can cover areas such as marketing, fundraising, outreach and other functions based on your business processes.

The services of the Salesforce Consultant include the following:

1. Consulting & Coaching

The expert can provide consulting and coaching on best practices in Salesforce administration with:

  • Setting up users/profiles

  • Custom objects, workflows and permissions

  • Dashboards, reports and views

  • Salesforce.com system maintenance, including data loading

  • Website-to-Salesforce integration

2. Importing Contacts & Leads

When you hire salesforce consultants, they also import contacts and leads on a regular basis. They can create standard operating procedures to be followed by market research and data analysis teams.

3. Installing Priority Updates

The freelancer ensures that priority Salesforce updates are installed regularly, without any delays. Testing updates in controlled environments to determine impact on configurations.

4. Using De-Duplication Tools

Salesforce developers can also use de-duplication tools to remove duplicate data from the database on a regular basis.

5. Regular Database Maintenance Reports

They can run multiple tests to monitor the database’s condition. Examples of tests and reports include field utilization reports, APEX tests, profile roles reports and other reports based on your requirements.

6. Handling User Issues

The freelancers online will also be responsible for handling all user issues. They can assist users on latest updates and provide on-boarding services for new users.

7. Creating and Maintaining Archive

Creating and maintaining archive for a specific period of time. Documentation of all changes and error reports related to field history tables.

8. Managing CRM Platform

They are also responsible for managing your customer relationship management (CRM) platform’s configuration, improvement, maintenance, support and testing. The professional can also assist with data migration from other systems.

Other responsibilities of Salesforce experts can include regular internal system audits, coordinating scope and evaluation of new development requests, and acting as the liaison between the users, development teams and vendors.

Hiring the Perfect Salesforce Expert

The right freelancers should have years of experience as Salesforce administrators. They should be Saleforce.com Admin certified. You should consider hiring a freelancer who has experience in designing and implementing new processes and assisting with user adoption.

Hire Salesforce consultants with strong understanding of the platform, its functionality, and best practices. Should have proven experience in effectively completing projects and have excellent data management skills. They should have excellent project management skills and the ability to work in an agile environment.

The expert should have the ability to evaluate information from different sources, address conflicts and break up information into details. They should be able to evaluate the effects of new requirements on the platform and all the processes and applications.

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